‘Save a Million, Give a Million’ now available
Pinnacle CPA Advisory Group — Have you ever laughed out loud reading a financial planning book? Do you wish that you could understand complex tax and financial planning concepts in simple terms? Would you like to save more money and give more money away? Laugh and...
Now is the time for your year-end tax planning
Thomson Reuters/PCC and John Baer, CPA — To Our Clients and Friends: 2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an enormous amount of uncertainty. All of this has made 2020 seem like the...
FAFSA Now Open for 2021-2022 Academic Year
Pinnacle Wealth Planning Services, Inc. — The FAFSA (Free Application for Federal Student Aid) for the 2021-2022 school year went live Oct. 1, 2020. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require...
Donating a life insurance policy to charity can net deductions
From The CPA Advisory Group — The fall and holiday seasons of the year have traditionally been a time of increased charitable donations. Therefore, we thought it was appropriate to briefly discuss a charitable gift giving idea that has grown in popularity during the...
